Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 30

Reported compensation · 2024
$495.3M

Lockton was paid $495,259,012 in commissions and fees across 3,752 employer benefit plans in 2024, as reported on Schedule A ($127,031,863 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 721 client planslost 546

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 20243,752
Vec (USA), Inc. MI$14,949
Certinia Inc. TX$14,701
Delve, LLC WI$14,672
Project Harmony NE$14,633
Pce, Inc. NE$14,598
Epitec, Inc. MI$14,580
Evergy, Inc. MO$14,366
Mailsouth, Inc. AL$14,228
Hillyard, Inc. MO$13,993
Medspeed LLC IL$13,941
Evive Brands NJ$13,851
Cars.com IL$13,797
Stouse, LLC KS$13,745
Nexfirm LLC NY$13,632
Tootsies Inc TX$13,627
Inovalon, Inc. MD$13,467
Mpay Inc NC$13,455
Westborn, Inc. MI$12,997
Genserve, LLC NY$12,932

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the Lockton brand.